GHP Investment Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

GHP Investment Advisors’s Portfolio VMBS Stock Details VMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-17	Closed	-$810	–	1013
2025 Q3	$810	Hold	17	–	–	﹤0.01%	893
2025 Q2	$791	Buy	+17	New	+$778	﹤0.01%	893
2025 Q1	–	Sell	-135	Closed	-$6.12K	–	1041
2024 Q4	$6.12K	Buy	+135	New	+$6.21K	﹤0.01%	759
2024 Q3	–	Sell	-19	Closed	-$863	–	1079
2024 Q2	$863	Buy	+19	New	+$855	﹤0.01%	903
2023 Q1	–	Sell	-25	Closed	-$1.14K	–	956
2022 Q4	$1.14K	Buy	+25	New	+$1.13K	﹤0.01%	861

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GHP Investment Advisors's VMBS Position: Q4 2025 in Review

GHP Investment Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2025, closing a stake of 17 shares — an estimated $810 sold.

GHP Investment Advisors first reported a position in VMBS in Q4 2022 and held it in 5 quarters. The position peaked at $6.12K in Q4 2024. 692 funds tracked by Wall St. Rank hold VMBS as of Q4 2025.

GHP Investment Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
GHP Investment Advisors sold 17 Vanguard Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $810.
GHP Investment Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2022 and held it in 5 quarters.
GHP Investment Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $6.12K in Q4 2024.
692 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2025.

Based on GHP Investment Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.